Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| 1 |
Apple
AAPL
|
$6.04B |
| 2 |
Tesla
TSLA
|
$1.36B |
| 3 |
Teladoc Health
TDOC
|
$200M |
| 4 |
Sea Limited
SE
|
$176M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$163M |
Top Sells
| 1 |
Microsoft
MSFT
|
$440M |
| 2 |
Amazon
AMZN
|
$316M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$192M |
| 4 |
NVIDIA
NVDA
|
$185M |
| 5 |
Intel
INTC
|
$175M |
Sector Composition
| 1 | Technology | 25.08% |
| 2 | Healthcare | 13.42% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Financials | 11.42% |
| 5 | Communication Services | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$324B
| $565M | 0.38% | 7,848,165 -643,059 | -8% | -$46.3M |
|
52
Exxon Mobil
XOM
$487B
| $562M | 0.38% | 16,356,903 -1,198,349 | -7% | -$41.1M |
|
53
Intuitive Surgical
ISRG
$170B
| $560M | 0.38% | 789,246 -41,498 | -5% | -$29.4M |
|
54
United Parcel Service
UPS
$74.1B
| $548M | 0.37% | 3,291,118 +199,948 | +6% | +$33.3M |
|
55
IBM
IBM
$227B
| $545M | 0.37% | 4,478,977 +74,455 | +2% | +$9.06M |
|
56
Texas Instruments
TXN
$184B
| $528M | 0.36% | 3,695,716 -201,243 | -5% | -$28.7M |
|
57
Intuit
INTU
$186B
| $514M | 0.35% | 1,576,896 -175,476 | -10% | -$57.2M |
|
58
Union Pacific
UNP
$133B
| $509M | 0.34% | 2,584,923 -217,131 | -8% | -$42.7M |
|
59
Eli Lilly
LLY
$657B
| $498M | 0.34% | 3,366,254 -200,103 | -6% | -$29.6M |
|
60
Roku
ROKU
$14.2B
| $493M | 0.33% | 2,612,586 +292,963 | +13% | +$55.3M |
|
61
Lowe's Companies
LOW
$145B
| $489M | 0.33% | 2,948,740 -197,534 | -6% | -$32.8M |
|
|
NVTA
62
DELISTED
Invitae Corporation
NVTA
| $488M | 0.33% | 11,265,088 -970,261 | -8% | -$42.1M |
|
63
Oracle
ORCL
$635B
| $477M | 0.32% | 7,982,930 -1,287,056 | -14% | -$76.8M |
|
64
Zillow
Z
$20.4B
| $473M | 0.32% | 4,660,022 -1,282,523 | -22% | -$130M |
|
65
Advanced Micro Devices
AMD
$264B
| $446M | 0.3% | 5,443,238 -367,703 | -6% | -$30.1M |
|
66
3M
MMM
$82.8B
| $439M | 0.3% | 2,742,939 -86,629 | -3% | -$13.9M |
|
67
Intercontinental Exchange
ICE
$101B
| $433M | 0.29% | 4,324,592 +1,114,381 | +35% | +$111M |
|
68
Philip Morris
PM
$260B
| $427M | 0.29% | 5,699,189 -401,738 | -7% | -$30.1M |
|
69
ServiceNow
NOW
$190B
| $423M | 0.28% | 871,738 +5,886 | +0.7% | +$2.85M |
|
70
CVS Health
CVS
$92.8B
| $409M | 0.28% | 7,002,047 +775,721 | +12% | +$45.3M |
|
71
American Tower
AMT
$95.5B
| $406M | 0.27% | 1,677,946 -126,414 | -7% | -$30.6M |
|
72
Shopify
SHOP
$184B
| $397M | 0.27% | 388,071 -4,608 | -1% | -$4.71M |
|
73
Mercado Libre
MELI
$125B
| $390M | 0.26% | 360,535 -53,290 | -13% | -$57.7M |
|
74
Lockheed Martin
LMT
$106B
| $389M | 0.26% | 1,015,529 -89,007 | -8% | -$34.1M |
|
75
Starbucks
SBUX
$100B
| $387M | 0.26% | 4,509,924 -306,765 | -6% | -$26.4M |
|